About Dan


Dan Samuel / Founder

Since 1982, we have been working in the community to protect our clients from financial risks related to living too long, not being able to work and dying too soon. In addition, we have been helping Medicare Beneficiaries make sound decisions for their health benefits. Let us make a difference for you as we draw on our 40 plus years of experience to provide sound strategies with benefits that make sense.

Our Mission

Our mission is to provide our clients with assistance in understanding and making the right decisions when it comes to insurance. We have the skills, knowledge, and experience to help meet our client's established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in choosing their insurance plan.